Meet the Student Winners of the 2020 National Financial Literacy Bee
During April’s Financial Literacy Month, EVERFI partnered with 27 financial institutions to launch the first-annual National Financial Literacy Bee, a...
The Approachability Gap: How Financial Institutions Can Connect with Untapped Consumers
51% of consumers don't want to approach their financial institution because they worry they won't know what questions to ask or understand "the lingo." Download the latest research to see why financial institutions must embrace financial education to lower barriers to acquisition and engagement.
The Ultimate Guide to Financial Marketing Success
Learn how to build financial education into your marketing strategy with this 6-step guide leveraging expert research, tools, and templates.
Deliver Personalized Banking Experiences by Learning from the Retail Industry
It’s no secret Customers today expect personalized banking experiences at every turn in the customer journey But which industries are leading the way in...
7 Bank Marketing Trends for 2023
2023 bank marketing trends place a greater emphasis on utilizing data and personalized customer engagement.
Gen Z Is Here: 6 Tips to Drive Engagement with the Next Generation
Gen Z, currently the largest generation on the planet, has already entered the workforce in a big way. Learn how financial institutions should be thinking about this demographic in order to better understand their consumer needs and expectations.
5 Ways to Improve Customer Engagement in Banking
Long gone are the days of purely transactional consumers. Personalized experiences are the future of consumer engagement in banking.
The Secret to Consumer Loyalty: Relationship Banking
Transactional banking is the way of the past. Download this free whitepaper to learn how top organizations are using financial education to foster relationship banking to create lifelong consumers and brand advocates.
Money Matters on Campus Report
EVERFI and AIG Retirement Services collected survey data from a nationally representative sample of college students, totaling over 30,000 respondents from more than 440 institutions located in 45 states.
4 Emerging Technologies in the Financial Services Industry: Which Solutions Are You Taking Advantage of?
Technological disruptions over the last few decades have changed how we communicate, talk, make purchases, and do business Emerging technologies in the...
What Does Digital Transformation in Banking Really Mean?
Digital transformation in banking allows you to create a more personalized digital customer journey through better data and tools for engaging customers.
The Personalization Difference
Consumers today expect and demand personalized experiences, putting pressure on marketers and retail leaders to deliver timely, relevant information...
3 Ways to Improve Financial Capability Among Your Gen Z Students
As we reflect on Financial Literacy Month, one of the areas we’re focusing on is our research on the financial knowledge, behaviors, and perspectives of young adults. While we have discovered helpful new insights, we’ve found that deficiencies in the financial capability of first-year college students have not changed much, since our last report 2 years ago.
5 Benefits of Corporate Social Responsibility Financial Institutions Can No Longer Ignore
Over 13,000 financial institutions are enjoying the benefits of corporate social responsibility (CSR) programs. Now is the time to see how CSR can help.